Salem Investment Counselors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Salem Investment Counselors’s Portfolio SPTL Stock Details SPTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-354	Closed	-$9.54K	–	1038
2025 Q3	$9.54K	Buy	+354	New	+$9.35K	﹤0.01%	893
2024 Q1	–	Sell	-452	Closed	-$13.1K	–	1225
2023 Q4	$13.1K	Hold	452	–	–	﹤0.01%	764
2023 Q3	$11.8K	Hold	452	–	–	﹤0.01%	768
2023 Q2	$13.5K	Hold	452	–	–	﹤0.01%	770
2023 Q1	$14K	Hold	452	–	–	﹤0.01%	760
2022 Q4	$13.1K	Hold	452	–	–	﹤0.01%	738
2022 Q3	$13K	Hold	452	–	–	﹤0.01%	711
2022 Q2	$15K	Buy	+452	New	+$15.3K	﹤0.01%	716

Other funds holding SPTL

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Salem Investment Counselors's SPTL Position: Q4 2025 in Review

Salem Investment Counselors sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q4 2025, closing a stake of 354 shares — an estimated $9.54K sold.

Salem Investment Counselors first reported a position in SPTL in Q2 2022 and held it in 8 quarters. The position peaked at $15K in Q2 2022. 478 funds tracked by Wall St. Rank hold SPTL as of Q4 2025.

Salem Investment Counselors reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Salem Investment Counselors sold 354 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2025, an estimated $9.54K.
Salem Investment Counselors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2022 and held it in 8 quarters.
Salem Investment Counselors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $15K in Q2 2022.
478 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2025.

Based on Salem Investment Counselors's 13F filing for Q4 2025, filed 12 Jan 2026.